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Associate Advisor, Compensation Solution Professional
LPL Financial. Field inbound calls and proactively ask probing questions to offices across the full spectrum of inquiries .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service within the Financial Services industry, with strong capabilities in problem-solving, communication, and operational support. Proficient in Microsoft Excel and experienced in using NICE phone systems to enhance advisor interactions and improve operational efficiencies.
Highest-signal resume keywords
Customer Service ExperienceMicrosoft Excel ProficiencyNICE Phone System ExperienceOracle ExperienceFINRA License - SIE
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Microsoft ExcelPivot TablesOracleDynamicsProblem SolvingResearch SkillsCommission Structures UnderstandingTechnology Consultation
Soft Skills
Organizational SkillsCritical ThinkingVerbal CommunicationWritten CommunicationListening Skills
Tools & Technologies
NICE Phone System
Certifications & Qualifications
FINRA License - SIE
Industry Keywords
Financial ServicesAdvisor RoleCustomer ServiceOperational Support
Tech Stack
Tools & technologiesOracle
About the role
Key responsibilities & impact- Field inbound calls and proactively ask probing questions to offices across the full spectrum of inquiries
- Research and follow through to resolution on cases created from inbound calls and emails
- Own complex situations, set expectations, and take appropriate actions to resolve inquiries in a timely manner
- Initiate outbound calls and emails to third-party sponsors and carriers when needed
- Support teammates and the department with compensation tasks and activities, including training and staff backup
- Assist in training new hires and handle complex inquiries received via phone and email
- Assist with initiatives that improve and enhance the Advisor experience and positively impact LPL
- Provide consultation to offices and internal business partners regarding commission structures
- Educate and consult with advisors and their staff on technology use and report issues to increase efficiencies
- Proactively contact advisors on time regarding sensitive activities such as billing events and tax season preparation
Requirements
What you’ll need- 3+ years in operations or comparable experience in the Financial Services industry
- Proficiency in Microsoft Excel, including working with Pivot tables
- Proven success working in a customer service related field
- Understanding of the advisor role
- Organizational and critical thinking skills
- Strong verbal and written skills
- Excellent phone communication and listening skills, with a focus on understanding each advisor’s unique needs
- Ability to research and problem solve advisor requests while prioritizing work
- Experience with talking to advisors over the phone and through email communication
- NICE phone system experience
- Experience de-escalating situations with advisors/customers and providing excellent customer service to resolve issues
- Experience with Oracle and Dynamics
- Bachelor’s degree in Finance preferred
- FINRA license - SIE preferred
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- LPL Total Rewards package
- Competitive total rewards supporting success at work, at home, and at play